Lfa Lugano Financial Advisors Sa has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $168 Million distributed in 245 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $24.6M, Ishares Trust Ishares Esg Awar with a value of $20.5M, Ishares Tr Ishares Esg Aware 1 with a value of $11.5M, Spdr Gold Trust with a value of $8.78M, and Ishares Trust Ishares 5 10 Yea with a value of $4.7M.
Examining the 13F form we can see an increase of $21.7M in the current position value, from $146M to 168M.
Below you can find more details about Lfa Lugano Financial Advisors Sa portfolio as well as his latest detailed transactions.
Portfolio value
$168 Million
ETFs: $148 Million
Technology: $5.69 Million
Consumer Cyclical: $3.62 Million
Financial Services: $2.44 Million
Communication Services: $1.88 Million
Healthcare: $1.81 Million
Industrials: $1.01 Million
Consumer Defensive: $872,000
Other: $470,000
Stock Holdings Table Market Cap. of $200 Billions or more
